IMTM vs IBDU

Comparison between ISHARES MSCI INTL MOMENTUM FACTOR ETF (IMTM, ETF) and ISHARES IBONDS DEC 2029 TERM CORPORATE ETF (IBDU, ETF).

5-Year PerformanceIMTM has outperformed IBDU, delivering a return of +9.1% compared to +1.4%

IMTM vs IBDU - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IMTM(ETF)	IBDU(ETF)
Net Assets	$3.60B	$3.70B
Expense Ratio	0.30%	0.10%
Max Drawdown	34.72%	22.93%
Sharpe Ratio	1.38	0.70
5Y Beta	0.82	0.05
5Y Dividends CAGR	37.85%	12.82%

Net Assets

IMTM

$3.60B

Winner

IBDU

$3.70B

Expense Ratio

IMTM

0.30%

Winner

IBDU

0.10%

Max Drawdown

IMTM

34.72%

Winner

IBDU

22.93%

Sharpe Ratio

Winner

IMTM

1.38

IBDU

0.70

5Y Beta

IMTM

0.82

Winner

IBDU

0.05

5Y Dividends CAGR

Winner

IMTM

37.85%

IBDU

12.82%

IMTM vs IBDU - Historical Returns

Returns include dividend reinvestment.

Period	IMTM	IBDU
1 month	+2.66%	+0.17%
3 months	+0.78%	+0.07%
6 months	+14.36%	+1.45%
1 year	+29.27%	+5.60%
5 years(CAGR)	+9.15%	+1.37%
10 years(CAGR)	+10.31%	N/A
Max(CAGR)	+8.93%	+2.42%

Winner

IMTM

+2.66%

IBDU

+0.17%

Winner

IMTM

+0.78%

IBDU

+0.07%

Winner

IMTM

+14.36%

IBDU

+1.45%

Winner

IMTM

+29.27%

IBDU

+5.60%

5Y(CAGR)

Winner

IMTM

+9.15%

IBDU

+1.37%

10Y(CAGR)

IMTM

+10.31%

IBDU

N/A

Max(CAGR)

Winner

IMTM

+8.93%

IBDU

+2.42%

IMTM vs IBDU - Annual Returns (2015 - 2026)

Returns include dividend reinvestment.

Year	IMTM	IBDU
2026	+8.44%	+0.62%
2025	+34.88%	+7.50%
2024	+13.55%	+4.07%
2023	+14.13%	+8.17%
2022	-16.98%	-12.44%
2021	+2.45%	-1.87%
2020	+21.34%	+10.16%
2019	+24.70%	+2.23%
2018	-14.94%	N/A
2017	+25.17%	N/A
2016	+2.90%	N/A
2015	-2.08%	N/A

IMTM vs IBDU Drawdown Comparison

The maximum drawdown for IMTM was -32.60%, occurring on Sep 27, 2022. Recovery took 583 trading sessions.

The maximum drawdown for IBDU was -19.44%, occurring on Oct 20, 2022. Recovery took 993 trading sessions.

The current IMTM drawdown is -0.55%. The current IBDU drawdown is -0.44%.

Rank	IMTM	IBDU
#1	-32.60% Nov 8, 2021 - Mar 6, 2024	-19.44% Aug 4, 2021 - Jul 21, 2025
#2	-29.79% Feb 19, 2020 - Jul 10, 2020	-18.22% Mar 5, 2020 - Jun 15, 2020
#3	-23.03% Jan 26, 2018 - Jan 14, 2020	-5.23% Dec 31, 2020 - Aug 2, 2021
#4	-19.90% May 21, 2015 - Apr 25, 2017	-1.79% Aug 6, 2020 - Nov 27, 2020
#5	-12.85% Feb 25, 2026 - Mar 30, 2026	-1.65% Oct 4, 2019 - Dec 26, 2019
#6	-12.41% Mar 19, 2025 - Apr 24, 2025	-1.58% Feb 27, 2026 - Mar 26, 2026
#7	-12.00% Jul 16, 2024 - Sep 26, 2024	-0.81% Nov 30, 2020 - Dec 24, 2020
#8	-10.56% Feb 16, 2021 - Jun 1, 2021	-0.78% Sep 24, 2019 - Oct 2, 2019
#9	-8.53% Sep 26, 2024 - Feb 13, 2025	-0.67% Jun 16, 2020 - Jul 1, 2020
#10	-6.81% Jun 7, 2021 - Aug 10, 2021	-0.55% Feb 3, 2020 - Feb 10, 2020
#11	-6.70% Sep 7, 2021 - Nov 3, 2021	-0.52% Feb 25, 2020 - Feb 28, 2020
#12	-6.70% Oct 12, 2020 - Nov 5, 2020	-0.51% Oct 21, 2025 - Nov 24, 2025
#13	-5.46% Mar 27, 2024 - May 28, 2024	-0.47% Sep 15, 2025 - Oct 1, 2025
#14	-5.37% Nov 12, 2025 - Dec 10, 2025	-0.37% Jul 23, 2020 - Jul 29, 2020
#15	-4.74% Sep 2, 2020 - Oct 9, 2020	-0.35% Feb 10, 2020 - Feb 18, 2020

Correlation

Correlation between IMTM and IBDU is 0.77 which considered as a strong positive correlation - the stocks tend to move together.

0.77

-101

Dividend Comparison (2015 - 2026)

IMTM vs IBDU dividend yield comparison.

Year	IMTM	IBDU
2026	0.00%	1.53%
2025	4.70%	4.67%
2024	2.93%	4.75%
2023	2.29%	4.21%
2022	2.68%	3.34%
2021	2.51%	2.29%
2020	0.97%	2.42%
2019	2.13%	0.74%
2018	2.36%	0.00%
2017	1.92%	0.00%
2016	2.75%	0.00%
2015	1.56%	0.00%